Top financial advisors working with LGBTQIA clients in Arkansas
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might be navigating unique financial challenges related to your identity, such as planning for family security or managing healthcare costs that can differ for LGBTQIA individuals. Without an advisor familiar with these nuances, you risk missing important legal protections or tax benefits tailored to your situation.
- Legal and tax nuances. Confirm how they handle issues like estate planning or tax filing status that can vary for LGBTQIA clients.
- Family planning insight. Ask how they support diverse family structures, including adoption, surrogacy, or guardianship arrangements.
- Healthcare cost planning. Check if they consider specific healthcare needs and insurance options relevant to LGBTQIA individuals.
- Community understanding. Look for advisors who demonstrate awareness of social and financial challenges unique to LGBTQIA clients.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Mitchell B
Series 66
Little Rock, AR
Edward Jones
Mitchell Beggs specializes in serving LGBTQIA clients in Arkansas, offering expertise in retirement plans for business owners, business exit strategies, and general wealth management. Operating within Edward Jones, a large full-service firm with over 23,700 advisors, he provides a broad range of investment strategies and charges up to 1.35% annually in program fees, distinguishing him with substantial industry experience and firm resources.
Experience: 9 years
Avg account: $246,728
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Adam P
Series 66
Fort Smith, AR
Merrill
Adam Plattner specializes in financial planning for LGBTQIA clients in Arkansas, offering expertise in wealth management, estate planning, and socially responsible investing tailored to diverse family structures and unique community needs. Based in Fort Smith with 20 years of experience at Merrill, a large firm, he provides a comprehensive approach with a 1.10% AUM fee, distinguishing him through his focus on values-based investing and philanthropic strategies alongside his LGBTQIA specialization.
Experience: 21 years
Avg account: $860,085
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Scott B
Series 66
Hot Springs, AR
LPL Financial
Scott Burton specializes in financial advising for LGBTQIA clients in Arkansas, offering expertise in wealth management, retirement planning, and estate guidance tailored to diverse family structures and unique financial challenges. His flat-fee structure through a large firm, combined with 11 years of experience and designations like Series 66, distinguishes him by providing accessible, value-aligned strategies and community involvement in Hot Springs, enhancing his understanding of local client needs.
Experience: 12 years
Avg account: $399,489
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